Retirement Portfolio Lifespan  

One of the greatest concerns of those approaching retirement is whether they have saved enough money to last a lifetime. Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

     


What is the expected value of your investment portfolio at retirement?

$

What annual return do you expect to earn on this portfolio (0 to 10 percent)?

%

What annual rate of inflation do you expect during retirement?

%

During your first year of retirement, how much money will you need each month?

$
 
   
   
DSM Financial
3309 109th Street Urbandale, IA 50322
Phone: 515-331-1717 Fax: 515-331-1827
mikemoller@dsmfinancial.com

 

Securities & Advisory Services Offered through VSR Financial

Services, Inc., A Registered Investment Adviser and Member

FINRA/SIPC

 

DSM Financial is Independent of VSR Financial Services, Inc.